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First Trust Energy AlphaDEX Fund

91 hedge funds and large institutions have $1.26B invested in First Trust Energy AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 19

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

15% more capital invested

Capital invested by funds: $1.1B → $1.26B (+$161M)

11% more funds holding

Funds holding: 8291 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

109.87% less ownership

Funds ownership: 192.57%82.7% (-110%)

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
43
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
51
Founders Financial Securities
Maryland
$712K +$74.4K +4,992 +12%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$605K +$115K +7,745 +24%
ACM
53
Argentus Capital Management
Texas
$576K +$412K +27,607 +249%
VFA
54
Voya Financial Advisors
Connecticut
$570K +$31.1K +2,083 +6%
Wolverine Trading
55
Wolverine Trading
Illinois
$528K +$529K +35,468 New
BIG
56
Bellwether Investment Group
Tennessee
$475K +$476K +31,912 New
WF
57
WealthTrust Fairport
Ohio
$460K
PFS
58
Prospera Financial Services
Texas
$440K +$135K +9,082 +44%
AI
59
Atria Investments
North Carolina
$439K +$230K +15,416 +105%
SCA
60
Snowden Capital Advisors
New York
$430K -$237K -15,896 -36%
VKH
61
Virtu KCG Holdings
New York
$422K +$422K +28,328 New
SWP
62
Stratos Wealth Partners
Ohio
$383K +$383K +25,721 New
IA
63
IFP Advisors
Florida
$362K +$340K +22,811 +1,521%
ICOA
64
Investment Centers of America
North Dakota
$342K +$38.7K +2,597 +13%
FAAS
65
First Allied Advisory Services
California
$271K +$271K +18,194 New
WS
66
Wedbush Securities
California
$248K +$44.8K +3,004 +22%
RCAG
67
Rehmann Capital Advisory Group
Michigan
$237K
FIM
68
Freedom Investment Management
Connecticut
$219K -$10.7K -719 -5%
CA
69
Cetera Advisors
Colorado
$217K +$219K +14,719 New
CWM
70
Concert Wealth Management
California
$216K +$218K +14,595 New
WA
71
WFG Advisors
Texas
$208K +$137K +9,169 +191%
NPC
72
National Planning Corporation
California
$206K -$62.2K -4,173 -22%
M&T Bank
73
M&T Bank
New York
$176K +$176K +11,779 New
FAM
74
Formidable Asset Management
Ohio
$165K
Citigroup
75
Citigroup
New York
$146K -$730K -48,968 -83%